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Zapier to Excel Integration

Modified on: Mon, 9 Apr, 2018 at 2:13 PM

SimpleTix – Google Docs (Excel) integration.

Summary: Zapier is an online automation tool that connects your favorite apps, such as SimpleTix, Gmail, Slack, MailChimp, and over 1,000 more. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. Move info between your web apps automatically, so you can focus on your most important work. It's easy enough that anyone can build their own app workflows with just a few clicks.

For example, You can create a trigger within Zapier for your Events on SimpleTix. Imagine someone books single or multiple tickets for your event. Zapier trigger would take entries of those booking like First\Last Name, Email, Phone, Event Name, Date and a lot more and add it automatically to your desired Excel sheet on your google docs. It lets you focus on most important work while also making sure that most of the data entry task are automated.

Let’s see how to create such triggers on Zapier for your SimpleTix events.

Now let's make our Zap.

2. For the Trigger app, choose SimpleTix (type it into the box to quickly find it)

3. Then choose the trigger action and click Save + Continue

4. If this is the first time you have used SimpleTix with Zapier, click Connect a New Account

4. a.) Now in a new tab, log into your site. Go to Setting &amp; Options > Settings > Plugins

On this page choose SimpleTix plugins

Click Zapier

Copy your SimpleTix API Token.

4. b.) Paste this into the Zapier page, then click Yes, Continue.

5) Now click Test Account to ensure it's working.

6) Wait for it to say "Account is working", then click Save + Continue.

7) On the next page, choose your "Action App", in this case enter in Google Sheet into the search box.(In this picture we have already pre-authorized Google Sheet, this is why it appears below)

8) Now we need to choose an option either (Select and option and click on continue)

Create a Spreadsheet Row (Preferably when an order is completed)

Update an existing row (Preferably when an order is edited or cancelled)

9) This is where we need to connect an account. This would be the account where Google Sheet would be stored or hosted. It should be on Drive.google.com (Could also be in any of the sub folders)

10) One Account has been added. Click on Test. You should be getting “Success!” if test is successful.

11) You should now open drive.google.com and create or upload excel\sheet to upload your data on. As mentioned you can store it anywhere on drive.google.com. Name that sheet as you want.

It is however import that first row of the sheet should have the fields that you want to record on the top. An example is show below in the picture.

First row of this sheet (DISCOVERING OPPORTUNITIES FOR BIOPOLYMERS IN 3D PRINTING) will record following details whenever any order is completed.

First Name || Last Name || Email || Event || Phone Number.

You could have any details that you want to record.

12) Click (Save + Continue) on your Zapier

13) Select the spreadsheet we created above (step 11.) In this case, sheet is named as (DISCOVERING OPPORTUNITIES FOR BIOPOLYMERS IN 3D PRINTING)

14) Google Spreadsheet will normally have one single worksheet. You could also have more than one which can be selected here. We have “Sheet 1” in this example. This is basically the first page of the file we created above (Step 11)

15 a) This is where we tell Zapier what to save and where. We created First row on our sheet as

First Name || Last Name || Email || Event || Phone Number.

You can select these values as show below or in any order you like. You are allowed to choose multiple value in same row if you wish to.

15 b) We have selected First Name, Last Name, Email, Event and Phone number in the list below.

Once completed, press Continue

16) Confirm the data to be recorded and click on “Send Test to Google Sheet “

Nothing would be recorded as test is empty. We will test it by booking an event later.

17) You should see following screen if test was successful. Click on “Finish” when done.

18 a) Congratulation you have successfully created your Zap Trigger to record event booking on spreadsheet. We now need to Switch it on. Click on “On” slider to switch it on.

We now need to Switch it on. Click on “On” slider to switch it on.

18 b) You could also click on “See it on your dashboard” and see the status for all your triggers on Zapier.

Now let’s do some real life test by creating an order on event and see if data is being recorded or not. (Optional)

19) Open your event page. For Testing purpose we created a free test event.

20) We are going to book this free order “Click on Free Order” Any paid order will go as it does normally.

21) Fill in the details and then click on “Order”. Note: We have skipped Phone number.

22) You could add additional details if any and then click on “Save & Continue”

23) A new order has been placed.

24) You can now open your Google Spreadsheet and check if details have been reorder automatically.

Phone Number is blank as we skipped that in step 21

Hope this gives you an understanding of how to bring in automation in data recording when events are created. You can contact us should you need more information.